San Diego Will and Trust Attorneys

A clearly written will or trust document can be your future’s best friend. Both set clear expectations for the use of your assets, either during your life or after your death, and have legal strength to ensure those expectations are observed and executed.

At Frisella Neilson, APC, in San Diego, California, our attorneys help clients throughout Southern California to establish wills and trusts for the benefit of loved ones now and in the future.

What Is a Will? What Is a Trust? | Estate Planning Lawyers Serving La Jolla, La Mesa, Chula Vista and the San Diego Area

A will is a document that works like an instruction list for your assets after your death. A well-crafted will can ensure that your assets are distributed according to your wishes to the people and/or organizations you intend.

A trust, by comparison, can be established during your lifetime for the benefit of any person or organization you choose according to terms you define. Trusts are versatile, and can be used to dedicate funds for almost any purpose, whether for the education of a minor child or the nursing care of an elderly relative. They also enjoy certain tax protections and can be used to limit estate taxes.

San Diego Will and Trust Lawyers

Retain our law firm, and we can assist you in establishing a wide variety of revocable and irrevocable trusts, including:

  • Living trusts, created during your lifetime to give you control over your assets, to help your estate avoid probate, to reduce estate taxes or to resolve issues regarding the long-term management of your property
  • Life insurance trusts to direct where and how the proceeds of your life insurance policy will be distributed
  • Charitable remainder trusts, from which you, your spouse or a relative may receive income over many years with the remainder of the assets donated to charity.
  • Children’s trusts to pay for a child’s expected needs, including food, shelter and education
  • Spendthrift trusts, which dedicate limited funds for a child often on a payment schedule, rather than in a lump sum upon the child reaching a certain age
  • Special-needs trusts/supplemental needs trusts to provide financial benefits to a disabled person, often without disqualifying him/her from Medicaid and Social Security benefits
  • Other trusts designed for your particular needs

Let Us Help You and Your Future | Frisella Neilson, APC

If properly drafted and funded, a will or trust created by our lawyers can provide the clarity needed to avoid family disputes and avoid confusion as to where your assets should go. We can also assist you in assigning a willing executor for your will or trustee who can manage your trust.

For more information, or to consult with an experienced San Diego attorney about our legal services, contact us online or by calling 866-334-2614​.

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